特朗普政府，突然叫停！

Core Viewpoint - The Trump administration has suspended leasing permits for five large offshore wind projects on the U.S. East Coast, citing national security concerns, which has led to a significant drop in stock prices for offshore wind companies [1][3]. Group 1: Impact on Companies - Offshore wind companies, including Orsted, Dominion Energy, and Equinor, experienced substantial stock price declines, with Orsted falling over 12% and Dominion nearly 4% [2][3]. - The suspension affects multiple projects: Orsted's Revolution Wind and Sunrise Wind, Avangrid's Vineyard Wind 1, Dominion's Virginia offshore wind project, and Equinor's Empire Wind 1 [3]. Group 2: Government and Regulatory Response - The U.S. Department of the Interior stated that the suspension allows federal agencies to assess potential national security risks associated with the projects [4]. - The Secretary of the Interior emphasized the government's primary responsibility to protect the American people [5]. Group 3: Industry Reactions - Dominion expressed concerns that the suspension threatens the reliability of the power grid for Virginia customers, including military bases and data centers supporting artificial intelligence [6]. - Orsted indicated that its projects are in advanced stages and are prepared to supply power to approximately 1 million households starting next year, while also evaluating options to resolve the situation [6]. - Equinor is also assessing the implications of the suspension [6]. Group 4: Political and Industry Advocacy - State officials, including New York Governor Kathy Hochul, criticized the Trump administration's actions as an attack on clean energy and the jobs associated with these projects [6]. - The National Ocean Industries Association urged the Trump administration to lift the suspension, highlighting that the projects had previously undergone defense department reviews without objections [6]. - Senators Sheldon Whitehouse and Martin Heinrich called for a reversal of the illegal attacks on renewable energy projects [6]. Group 5: Historical Context and Financial Implications - The Trump administration has a history of interfering with offshore wind projects, which has led to financial losses for developers, including Orsted, which recently lowered its 2025 profit expectations and sought emergency equity financing [7]. - The administration's stance against offshore wind is part of a broader agenda favoring oil and gas development [7].